Quarter snapshot

Coatue Management

Quarter: Q2 2026
Filed: 2026-08-14
Portfolio value: $48,629,053,706
Positions: 66
Sources: 13F on EDGAR

history	Ticker	Change	% of portfolio	Shares / amount	Value
≡	TSM	−4%	8.76%	8,914,995	$4,257,534,162
≡	LRCX	−6%	8.41%	9,441,603	$4,091,329,827
≡	MU	+1794%	7.46%	3,142,269	$3,627,089,685
≡	SPCX	Newly reported	6.52%	18,561,780	$3,171,465,731
≡	AMAT	−20%	6.26%	4,213,483	$3,046,348,209
≡	GEV	−1%	6.18%	2,558,164	$3,005,484,557
≡	AMZN	+49%	5.8%	11,834,799	$2,820,705,995
≡	AVGO	+6%	4.54%	5,846,831	$2,208,640,410
≡	ETN	+5%	4.35%	4,968,415	$2,117,140,999
≡	GOOG	+13%	3.57%	4,856,251	$1,735,478,421
≡	INTC	Newly reported	3.47%	12,084,027	$1,687,292,689
≡	CBRS	Newly reported	3.19%	7,011,028	$1,549,437,188
≡	META	−10%	2.93%	2,526,048	$1,422,897,577
≡	EQIX	+17%	2.73%	1,273,517	$1,327,501,387
≡	NVDA	−4%	2.49%	6,055,197	$1,211,584,367
≡	CEG		2.37%	4,632,475	$1,150,567,816
≡	FPS	Newly reported	2.35%	20,501,387	$1,145,207,477
≡	HUT	Newly reported	2.31%	9,715,476	$1,121,603,127
≡	MSFT	+18%	2.25%	2,936,409	$1,095,339,285
≡	NTRA	−1%	1.4%	2,505,090	$680,006,681
≡	APP	−9%	1.24%	1,171,189	$603,431,708
≡	SPOT	−1%	1.24%	1,310,632	$601,750,470
≡	ASML	−41%	1.21%	295,406	$587,692,513
≡	RDDT		1.0%	2,789,891	$484,269,280
≡	NU		0.81%	29,333,576	$391,896,575
≡	NFLX	−32%	0.69%	4,710,420	$336,323,988
≡	GOOGL	−19%	0.66%	908,395	$320,963,205
≡	ISRG	−7%	0.65%	793,704	$315,640,206
≡	FCNCA		0.6%	139,498	$290,266,043
≡	VRT	−18%	0.56%	806,594	$270,063,803
≡	QCOM		0.53%	1,387,312	$256,361,384
≡	CVNA	+382%	0.44%	3,278,865	$215,814,895
≡	MTZ	−11%	0.44%	517,250	$215,207,036
≡	CAI		0.36%	9,819,992	$174,992,258
≡	SNPS	−58%	0.29%	317,465	$141,611,612
≡	GNRC		0.24%	390,513	$114,346,112
≡	SFM		0.21%	1,203,773	$101,815,120
≡	DASH	−5%	0.2%	524,792	$96,839,868
≡	ENPH	−6%	0.16%	1,556,941	$76,663,775
≡	BAH	Newly reported	0.14%	1,083,410	$65,730,485
≡	AMD	Newly reported	0.11%	95,987	$55,759,808
≡	PYPL		0.11%	1,243,590	$53,698,216
≡	NVAX		0.07%	3,836,986	$36,144,408
≡	FIX	Newly reported	0.07%	17,793	$35,264,836
≡	QS		0.07%	4,294,995	$32,470,162
≡	UPST		0.06%	870,947	$30,857,652
≡	AGX	Newly reported	0.06%	36,101	$28,828,454
≡	TSLA	+2%	0.05%	59,963	$25,220,437
≡	PINS	−29%	0.05%	1,197,780	$25,189,313
≡	TTD		0.05%	1,387,089	$25,078,569
≡	Z		0.05%	739,700	$23,315,344
≡	ABR		0.05%	4,196,885	$22,747,117
≡	PATH	−14%	0.04%	1,961,365	$21,320,038
≡	MPT		0.04%	4,525,398	$20,907,339
≡	RNG		0.03%	411,351	$16,034,462
≡	PTON		0.03%	2,500,000	$14,775,000
≡	ZG		0.02%	328,189	$10,295,289
≡	PLUG		0.01%	2,545,243	$6,897,609
≡	SFIX		0.01%	735,373	$3,022,383
≡	OLPX		0.01%	1,264,968	$2,593,184
≡	LCID		0.0%	295,393	$1,976,179
≡	CHPT		0.0%	154,086	$910,648
≡	HTZWW		0.0%	468,814	$511,007
≡	AMC		0.0%	228,136	$433,458
≡	HTZ		0.0%	106,823	$241,954
≡	BYND	−13%	0.0%	299,885	$224,914
≡	V	SOLD	—	—	—
≡	CHYM	SOLD	—	—	—
≡	SOLS	SOLD	—	—	—
≡	CHRW	SOLD	—	—	—
≡	IBIT	SOLD	—	—	—

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